Could America's New Factories Digitally Upgrade!
Teamviewer is notably strong. The market may anticipate increasing demand for Teamviewer’s remote control and AR solutions with more US factories.
In the medium term, the stock has a chance to double if EPS rises by 70% to €1.78 by 2028.
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The stock of Teamviewer (i) has caught my attention because it shot back up immediately after the customs crash in early April. This could be due to the positive sentiment surrounding the numbers from SAP and Servicenow, but I suspect there's another story at play. 1.) Teamviewer could benefit from the construction of new factories in the USA. As more factories are built in high-wage countries like the USA, demand for Teamviewer's remote maintenance and control solutions should increase. Additionally, the demand for the AR solution Frontline for...
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